HNI Estates is there to help the most important person, you, make that smooth transition upon your passing.
As executors and restructuring specialists we ask the difficult questions and keep up-to-date information to ensure that your estate is wrapped up as quickly and efficiently ensuring minimal tax and maximum value to the beneficiaries for intergenerational wealth.
Wrapping up estates is not simple; the key is to minimize tax and maximum value to the beneficiaries. Business sense and tax acumen are thus mandatory competencies to understanding the entire transaction.
All your information is saved in the cloud, safely, securely.
Yes, it’s a lot of work, but the more you provide now the easier it is, HNI will walk this path with you and update it yearly.
My father was diagnosed with an incurable disease in his late 40’s, he died a few days after his 61st birthday. He knew the importance of keeping accurate records and information, and most importantly, eliminating all ambiguity and risk in planning for his family.
I would like provide the same opportunity to others.
– Duncan
Successful people have high expectations, both in terms of outcome and service, all which starts with personal relationships.
There are no upfront costs, HNI will honour all statutory fee requirements when wrapping up the estate.
The only requirement to ensure our committed service is to nominate HNI Estates (either Duncan or Richard) in your will as the executor.
Notify HNI.
Internationalisation, trusts, holdco’s, shares, tax optimization – contact us to optimise your structure
HNI will interact with your legal, finance and operational teams along with the family.
Prepare a full analysis taking into account the current balance sheet of clients.
Assess projected liquidity requirements on death and recommend most efficient structures to manage the liquidity with the ultimate objective to create and preserve intergenerational wealth.
Complete restructuring of portfolios done now can have long term benefits.
If you want to on-board, have a proposal, recommendation or need a sounding board…
Duncan or Richard
admin@hnie.co.za
